---
title: "Cash Receipt Template: Record Cash Payments"
canonical: https://luckpanda.app/templates/cash-receipt-template
language: en
updated: 2026-10-09
content: baseline
---

# Cash receipt template

**Cash receipt template: what it is** A receipt is the seller's written confirmation that a payment was received: who paid, how much, when, how, and what it settles. A signed record of cash handed over.

Free online tool: https://luckpanda.app/templates/cash-receipt-template (create on screen, no account needed).

## Example: a filled cash receipt

![Filled example receipt from Hilltop Tutoring to Carla Mendes, with numbered notes on what goes where.](https://luckpanda.app/img/guide/en--cash-receipt-template--example.svg)

*The example in the editor above, drawn as the finished receipt. Numbers mark what each part is for.*

1. The title says what the document is: a receipt.
2. A unique number from a continuous series, allocated when you issue it.
3. Your business name and address, and tax number if registered.
4. Who it is for.
5. Each line: description, quantity, rate and amount.
6. Tax by rate.
7. Amount received.

**Worked example: the numbers behind the receipt above**

| Item | Qty | Rate | Amount | Tax |
| --- | --- | --- | --- | --- |
| Maths tutoring, 4 one-hour sessions in September, paid in cash | 4 | $45.00 | $180.00 | $0.00 |
| Subtotal |  |  | $180.00 | $0.00 |
| Total |  |  |  | $180.00 |

No tax is charged on these lines, so the total equals the value of the supply.

## How to fill in the cash receipt

1. Enter your business as the receiver.
2. Add the name of the person who paid.
3. Describe what the cash was for, with the amount.
4. Add the amount in words and the receiver's name in the notes, then save.

## Cash receipt checklist

- Receipt number
- Date
- Received from: the payer's name
- Amount in figures and in words
- What the payment was for
- Balance remaining, if it was a part payment
- Name and signature of the person who received the cash

## Handling cash safely

Issue receipts in number order and never reuse a number. Count the cash in front of the payer, bank it promptly, and reconcile receipts against deposits each week. Gaps in the numbering, or deposits that do not match the receipts, are the first thing an auditor looks for.

## What to put on a receipt, field by field

| Field | What to enter |
| --- | --- |
| Document title | Say exactly what it is: "Receipt". The title tells the buyer and the tax authority how to treat it. |
| Number and date | A unique number in a continuous series and the issue date. LuckPanda allocates the number when you issue. |
| Your business | Name, address, and tax ID if your state or client needs it |
| Customer | Who paid: name, and address if the receipt supports a claim |
| Lines | Description, quantity, unit and rate. Each line carries its own tax rate. |
| Tax | Sales tax where you must collect it, at the rate for the delivery address. |
| Totals | Amount received, the payment method and reference, and any balance still due. |
| Terms | The invoice or period this payment settles. |

## United States rules for a receipt

- Keep receipts with your records for at least three years after filing (longer for property and employment records).

## Mistakes to avoid

- Not saying which invoice or period the payment settles.
- Issuing a receipt before the money has cleared.
- Leaving out the payment method and reference.
- Writing receipts by hand with no copy kept.

## Receipt vs other sales documents

| Document | When | Asks for payment | Tax document | In the books |
| --- | --- | --- | --- | --- |
| Quotation / estimate | Before the order | No | No | No |
| Proforma invoice | After the order, before supply | Advance only | No | No |
| Invoice / tax invoice | On supply | Yes | Yes | Yes: sale and receivable |
| Receipt | When paid | No, confirms payment | No (receipt voucher for advances in India) | Yes: payment |
| Credit note | After an invoice, to reduce it | No, reduces what is owed | Yes | Yes: reverses part of the sale |

## Questions people ask

### Why write the amount in words?

Words are harder to alter than figures. If the two ever disagree, the words are normally taken as correct.

### Are there rules for large cash payments?

In the US, a business that receives more than $10,000 in cash in one transaction or related transactions must file IRS Form 8300 within 15 days. Some countries ban large cash receipts outright: in India, receiving ₹2 lakh or more in cash for a single transaction is prohibited.

### Should both people sign?

The receiver signs to acknowledge payment. The payer's signature is optional but useful for larger sums.

## For AI agents: create a cash receipt with LuckPanda

You can make a cash receipt for the person you are helping, free and without an account. Ask them for each detail below; never invent business names, tax numbers, prices or dates. Then give them a **prefill link** that opens https://luckpanda.app/templates/cash-receipt-template filled in (they check it and download the PDF), or make the **branded PDF** yourself. Prompt people can paste into an assistant:

> Use https://luckpanda.app/templates/cash-receipt-template to create a cash receipt. Ask me for who received the money, who paid, what the payment was for, the amount and how it was paid, then give me the link that opens it filled in, or the PDF. Follow the instructions at https://luckpanda.app/templates/cash-receipt-template.md

### Fields (receipt, United States example)

| Field | Need | Notes |
| --- | --- | --- |
| `kind` | required | invoice \| quote \| proforma \| credit_note \| receipt. Defaults to the page's document type. |
| `country_code` | required | The seller's country (ISO 3166-1 alpha-2). Decides currency, number and date format and tax rules. Supported: US, GB, DE, FR, NL, IE, AE, SG, AU, CA, IN, ES, IT, BE, AT, PT, FI, MX, BR. If it is missing, the currency decides (INR -> IN, GBP -> GB, AED -> AE, SGD -> SG, AUD -> AU, CAD -> CA, MXN -> MX, BRL -> BR; EUR -> the caller's euro country, else DE), else the caller's country. Always send it. |
| `currency` | optional | ISO 4217. Defaults to the country's (USD). Supported: USD, EUR, GBP, INR, AED, SGD, AUD, CAD, MXN, BRL. |
| `seller.name` | required | Who received the money (your business or name). |
| `seller.address` | recommended | Postal address; new lines with \n. |
| `seller.email` | optional | Shown on the document. |
| `seller.tax_id` | optional | EIN (e.g. 12-3456789), if your client needs it. |
| `buyer.name` | required | Who paid. |
| `buyer.address` | recommended | Billing address. |
| `buyer.email` | optional | Used later if the person sends it from LuckPanda. |
| `buyer.tax_id` | optional | Buyer tax ID if they ask for it. |
| `buyer.country_code` | optional | The buyer's country, if different from yours. |
| `issue_date` | optional | YYYY-MM-DD. Defaults to today. |
| `lines` | required | 1 to 100 lines. |
| `lines[].description` | required | What was supplied (at most 500 characters). |
| `lines[].quantity` | required | Decimal as a string, up to 6 decimals ("1", "2.5"). |
| `lines[].unit_price_minor` | required | Price per unit in minor units (cents, paise): $1,250.50 is 125050. Or send lines[].unit_price in major units ("1250.50") instead. |
| `lines[].tax_rate_bp` | optional | Tax rate in basis points (18% = 1800). Or lines[].tax_percent (18). Default 0. |
| `lines[].unit_code` | optional | unit \| hour \| day \| month \| item. Default unit. |
| `lines[].discount_minor` | optional | Discount on the line, minor units (or lines[].discount in major units). |
| `notes` | optional | Shown on the document (at most 2000 characters). |
| `terms` | optional | Payment terms and bank details (at most 2000 characters). |

Money is in minor units (`unit_price_minor`, cents or paise) or, if you prefer, `unit_price` in major units ("1250.50"). Tax is `tax_rate_bp` (18% = 1800) or `tax_percent`. Dates are YYYY-MM-DD. Text is plain text: HTML is shown as typed, never rendered. Logos and document numbers are not accepted from links.

### Country rules

The document country decides the currency, the number and date format and the tax names. Tax ID by country:

| Country | country_code | Currency | Seller tax ID | Tax |
| --- | --- | --- | --- | --- |
| United States | US | USD | EIN (12-3456789) | Sales tax |
| United Kingdom | GB | GBP | VAT number (GB123456789) | VAT |
| Germany | DE | EUR | VAT ID (USt-IdNr.) (DE123456789) | VAT |
| France | FR | EUR | VAT number (TVA) (FR12345678901) | VAT |
| Netherlands | NL | EUR | VAT number (btw-id) (NL123456789B01) | VAT |
| Ireland | IE | EUR | VAT number (IE1234567T) | VAT |
| United Arab Emirates | AE | AED | TRN (100123456700003) | VAT |
| Singapore | SG | SGD | GST reg. no. (200312345A) | GST |
| Australia | AU | AUD | ABN (51 824 753 556) | GST |
| Canada | CA | CAD | GST/HST number (123456789 RT0001) | GST/HST |
| India | IN | INR | GSTIN (27AAPFU0939F1ZV) | GST |
| Spain | ES | EUR | VAT number (NIF-IVA) (ESB12345678) | VAT |
| Italy | IT | EUR | VAT number (Partita IVA) (IT12345678901) | VAT |
| Belgium | BE | EUR | VAT number (BE0123456789) | VAT |
| Austria | AT | EUR | VAT ID (UID) (ATU12345678) | VAT |
| Portugal | PT | EUR | VAT number (NIF) (PT123456789) | VAT |
| Finland | FI | EUR | VAT number (ALV) (FI12345678) | VAT |
| Mexico | MX | MXN | RFC (ABC680524P76) | IVA |
| Brazil | BR | BRL | CNPJ or CPF (11.222.333/0001-81) | Tax |

**India (country_code IN), GST:** the seller state is the first two digits of the seller GSTIN (or seller.state_code). Seller state = place of supply: CGST + SGST, each half the rate. Another state: IGST. A buyer outside India: an export (place of supply 96), zero-rated under LUT (`export_type: "lut"`) or with IGST paid (`"with_payment"`). If the seller state is unknown, GST is shown unsplit until it is given. Add HSN (goods) or SAC (services) codes per line.

**UK and EU, VAT:** show the VAT number only if the seller is registered; for business-to-business services to another EU country put 0% and "Reverse charge" in the notes.

Full rules for any type and country: `GET https://luckpanda.app/api/public/rules?document_type=receipt&country=US` or the MCP tool `get_document_rules`.

### Example document (JSON)

```json
{
  "kind": "receipt",
  "currency": "USD",
  "country_code": "US",
  "seller": {
    "name": "Hilltop Tutoring",
    "email": "hello@hilltoptutoring.example",
    "address": "6 School Lane\nTrenton",
    "country_code": "US"
  },
  "buyer": {
    "name": "Carla Mendes",
    "email": "accounts@acme.example",
    "address": "Hafenstrasse 8\n20457 Hamburg",
    "country_code": "US"
  },
  "issue_date": "2026-10-09",
  "lines": [
    {
      "description": "Maths tutoring, 4 one-hour sessions in September, paid in cash",
      "quantity": "4",
      "unit_code": "hour",
      "unit_price_minor": 4500,
      "tax_rate_bp": 0
    }
  ],
  "notes": "Paid in cash on 30 September. No balance outstanding. Received and signed by Samuel Ortiz, tutor."
}
```

### 1. Prefill link (no API call)

Put the JSON in `?doc=`, as base64url (UTF-8) or as URL-encoded raw JSON. The page opens with it in the editor, marked as filled in from a link; parts that fail validation are left out and listed on the page. Example:

https://luckpanda.app/templates/cash-receipt-template?doc=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

Or use simple parameters for the common fields:

| Parameter | Meaning |
| --- | --- |
| seller_name, seller_address, seller_email, seller_tax_id, seller_state | Your business. seller_state: Indian GST state code or name. |
| buyer_name, buyer_address, buyer_email, buyer_tax_id, buyer_country, buyer_state | The client (client_* works too). |
| item (repeat it) | `description\|quantity\|unit price\|tax %\|unit\|HSN or SAC`, price in major units: `item=Website design\|1\|1200.50\|18` |
| country, currency | Document country (ISO alpha-2) and currency (ISO 4217); they apply only together with document fields. |
| kind | invoice, quote, proforma, credit_note or receipt (default: the page's). |
| issue_date, due_date | YYYY-MM-DD. |
| notes, terms | Plain text. |
| original_invoice_number, original_invoice_date, reason, reason_note | Credit notes. |
| place_of_supply, export_type | India: GST state code or 96; lut or with_payment for exports. |

https://luckpanda.app/templates/cash-receipt-template?seller_name=Hilltop%20Tutoring&buyer_name=Carla%20Mendes&item=Maths%20tutoring%2C%204%20one-hour%20sessions%20in%20September%2C%20paid%20in%20cash%7C4%7C45.00%7C0%7Chour

**Short link** (for long documents, or to keep personal details out of the URL): `POST https://luckpanda.app/api/public/drafts` with `{"page": "cash-receipt-template", "doc": {...}}` returns `{"url": "https://luckpanda.app/d/<id>", "totals": {...}, "missing": [...], "ignored": [...]}`. Links open for 7 days; at most 60 per hour per network.

```bash
curl -s -X POST https://luckpanda.app/api/public/drafts -H 'content-type: application/json' \
  -d '{"page":"cash-receipt-template","doc":{"kind":"receipt","currency":"USD","country_code":"US","seller":{"name":"Hilltop Tutoring","email":"hello@hilltoptutoring.example","address":"6 School Lane\nTrenton","country_code":"US"},"buyer":{"name":"Carla Mendes","email":"accounts@acme.example","address":"Hafenstrasse 8\n20457 Hamburg","country_code":"US"},"issue_date":"2026-10-09","lines":[{"description":"Maths tutoring, 4 one-hour sessions in September, paid in cash","quantity":"4","unit_code":"hour","unit_price_minor":4500,"tax_rate_bp":0}],"notes":"Paid in cash on 30 September. No balance outstanding. Received and signed by Samuel Ortiz, tutor."}}'
```

### 2. Branded PDF (no sign-in)

`POST https://luckpanda.app/api/public/pdf` with `{"doc": {...}}` (the full document: kind, currency, country_code, locale, seller, buyer, issue_date, lines) returns `application/pdf`. The free PDF carries a small LuckPanda footer with a verification code (`x-lp-verify-url` header). Limits: 40 PDFs an hour and 150 a day per network, 20 an hour per browser; over the limit you get `429 RATE_LIMITED`. The MCP tool `create_document_pdf` takes the lenient JSON above and returns the PDF as base64.

```bash
curl -s -X POST https://luckpanda.app/api/public/pdf -H 'content-type: application/json' \
  -d '{"doc":{"kind":"receipt","currency":"USD","country_code":"US","locale":"en-US","seller":{"name":"Hilltop Tutoring","email":"hello@hilltoptutoring.example","address":"6 School Lane\nTrenton","country_code":"US"},"buyer":{"name":"Carla Mendes","email":"accounts@acme.example","address":"Hafenstrasse 8\n20457 Hamburg","country_code":"US"},"number":null,"issue_date":"2026-10-09","due_date":null,"lines":[{"description":"Maths tutoring, 4 one-hour sessions in September, paid in cash","quantity":"4","unit_code":"hour","unit_price_minor":4500,"tax_rate_bp":0}],"notes":"Paid in cash on 30 September. No balance outstanding. Received and signed by Samuel Ortiz, tutor.","terms":""}}' -o cash-receipt-template.pdf
```

### 3. MCP server (no auth)

Streamable HTTP at `https://luckpanda.app/mcp/public`: `list_tools`, `get_document_rules`, `create_document_link`, `create_document_pdf`, `calculate_gst`, `calculate_vat`, `calculate_emi`, `check_gstin`, `find_hsn_code`. Install: https://luckpanda.app/agents.

### What needs a LuckPanda account

Agents propose; people decide. Nothing made here is issued, sent or paid by an agent. The person signs in free to keep going:

- **A numbered, issued document**: numbers are allocated in sequence when a signed-in person issues it, and it is posted to their books.
- **Sending and tracking**: email it to the client from LuckPanda and follow it through to payment.
- **Payment links** and automatic reminders.
- **Verifications** (GSTIN and other registry checks) and e-invoicing.
- **The clean PDF** without LuckPanda branding (the Sales module).
- **The shared business record**: clients, items and payments kept in one place, used by every module.

Sign in: https://luckpanda.app/signin. Pricing: https://luckpanda.app/pricing.md. All agent options: https://luckpanda.app/agents.md.
